Redding, CA Office

Jacob Thatcher is a financial advisor at Bright Lake Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at North Market Investments Inc. for nine years. Outside of advisory work, he was briefly involved in an entertainment and gaming business, from which he is currently exiting. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning, discretionary portfolio management, and related advisory services. The firm uses model-based asset management and third-party money managers to implement and monitor client portfolios on a goals-based household approach.

Mac Thatcher is a financial advisor at Bright Lake Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Dutch Bros Coffee and Foothill High School. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-centered financial planning and discretionary portfolio management using model portfolios. The firm employs a goals-based, household-level approach with ongoing monitoring and rebalancing, and offers estate-planning services through a partnership with Wealth.com.

Theodore Thatcher Jr. is a financial advisor with Bright Lake Wealth Management, LLC in Redding, CA, holding a Series 65 designation and six years of industry experience. He has worked at Bright Lake Wealth Management since 2022 and has held roles at Pine Brook Financial and AE Wealth Management. Thatcher is chapter president of the American Financial Education Alliance in Redding and Medford, where he instructs financial education workshops. Bright Lake Wealth Management serves individual and high-net-worth clients focusing on retirement-centered financial planning and discretionary portfolio management using model portfolios. The firm employs a goals-based, household-level approach with ongoing monitoring and rebalancing, and offers estate planning through a partnership with Wealth.com.

Waylon Bell is a financial advisor at Bright Lake Wealth Management, LLC in Redding, California, holding a Series 65 designation. He has one year of industry experience and has worked at Bright Lake since 2025. Prior to joining the firm, he held roles in education over several years. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-centered financial planning and discretionary portfolio management through model portfolios and third-party sub-advisers. The firm employs a goals-based, household-level approach with ongoing account monitoring and offers estate-planning services in partnership with Wealth.com.

Layton Paloutzian is a financial advisor at Bright Lake Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lenity Management, Southern Illinois University Carbondale, and the City of Redding. Outside of advisory work, he is involved in insurance sales through Bright Lake Financial, Inc., where he holds a California insurance license. Bright Lake Wealth Management serves individual and high-net-worth clients with retirement-focused financial planning, discretionary portfolio management, and related advisory services. The firm uses model-based asset management and third-party money managers to implement and monitor client portfolios on an ongoing, goals-based household approach.